Hi Experts,
I am trying to include individual mark ups % in my db for different opportunities. Currently I have one mark up which is in QuoteHeaderT Table. The Quote form has a subform which contain opportunity name, item names (belonging to each opp), item unitcost, item qty etc.
Quote form has option of selecting more than one opportunity and calculated textboxes in the main form gets the total cost of pursuing opportunities (item qty* item cost from subform) when opportunities are selected.
Now, I want to include individual mark ups% for each opportunity in the quote form.
Quote form looks something like this:
Quote No XX, Quote Name XXX
Customer XX,
Opportunity A, Total Cost XX, Mark Up A %
Opportunity B, Total Cost XX, Mark Up B %
Opportunity C, Total Cost XX, Mark Up C %
Opportunity D, Total Cost XX, Mark Up D %
User wants to be able to change opportunity mark ups for different opportunities while entering quotes.
I have two thoughts of accomoplishing this but need your advise:
1) creating mark up fields (Mark Up A%, Mark Up B%, Mark Up C% etc.) in QuoteHeader Table. This would be really lengthy but works.
2) creating a mark up table with 1 to many relationship with QuoteHeaderT table. I tried this option but couldn't succeed as a message pops up while entering a new quote that 'field can not be updated'.
Your help to approach this would be greatly appreciated. Thank you in advance for any possible help!